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Our firm is dedicated to helping families navigate financial storms by creating, implementing, and maintaining investment plans which are custom-tailored to each individual situation. At Baker, Brose & Mitsutome, we believe our independence and private ownership enhance our ability to provide you with unbiased and objective advice—putting you, our clients, at the center of our business. Unlike other firms which say they are unbiased but place you in their products, Baker, Brose & Mitsutome have no proprietary products of our own, only best-in-class counsel.

Invest with integrity is more than a slogan for Baker, Brose & Mitsutome. It defines us. It not only expresses our desire for sound investments, but also describes our core values. Each partner has a long history and reputation as trusted leaders in the Bay Area. Families and small businesses have entrusted this unique team with managing and executing on their financial goals.